ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72.01%
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.61M
3
+$7.42M
4
BURL icon
Burlington
BURL
+$6.66M
5
CTCT
CONSTANT CONTACT, INC COM
CTCT
+$6.17M

Top Sells

1
+$8.76M
2
+$7.86M
3
+$7.81M
4
MU icon
Micron Technology
MU
+$6.73M
5
ENTA icon
Enanta Pharmaceuticals
ENTA
+$6.48M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 15.31%
3 Healthcare 15.3%
4 Industrials 13.69%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.63%
23,946
-321
77
$2.49M 0.62%
38,897
-2,331
78
$2.44M 0.61%
+18,269
79
$2.4M 0.6%
12,278
+34
80
$2.35M 0.59%
+37,665
81
$2.25M 0.56%
26,709
+23
82
$2.14M 0.53%
22,683
+1,431
83
$2.09M 0.52%
21,893
-12,075
84
$2.08M 0.52%
48,309
+20
85
$1.99M 0.5%
12,438
+39
86
$1.66M 0.41%
18,051
-495
87
$1.63M 0.41%
87,780
+500
88
$1.41M 0.35%
17,983
-16
89
$1.33M 0.33%
47,294
+256
90
$1.24M 0.31%
116,683
-24,136
91
$1.06M 0.27%
15,639
-425
92
$1.03M 0.26%
12,367
-301
93
$931K 0.23%
12,628
+29
94
$928K 0.23%
6,730
+69
95
$926K 0.23%
11,523
+888
96
$889K 0.22%
7,569
+768
97
$807K 0.2%
41,048
-172,756
98
$795K 0.2%
63,993
-330,649
99
$768K 0.19%
7,485
-63
100
$766K 0.19%
8,551
-43,000
2 3
4
5 6